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News Corp Class B

209 hedge funds and large institutions have $984M invested in News Corp Class B in 2017 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 73 increasing their positions, 73 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

456% more call options, than puts

Call options by funds: $1.86M | Put options by funds: $334K

100% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 16

28% more capital invested

Capital invested by funds: $771M → $984M (+$213M)

8% more funds holding

Funds holding: 193209 (+16)

1.4% more ownership

Funds ownership: 28.3%29.7% (+1.4%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 73

Holders
209
Holders Change
+16
Holders Change %
+8.29%
% of All Funds
4.74%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
32
Increased
73
Reduced
73
Closed
16
Calls
$1.86M
Puts
$334K
Net Calls
+$1.52M
Net Calls Change
+$1.52M
Name Holding Trade Value Shares
Change
Change in
Stake
SL
1
SOF Ltd
Cayman Islands
$162M
BlackRock
2
BlackRock
New York
$107M +$2.81M +184,433 +3%
SCM
3
Sterling Capital Management
North Carolina
$86.5M +$42.2K +2,766 +0.1%
State Street
4
State Street
Massachusetts
$64.3M -$95.8K -6,275 -0.2%
Vanguard Group
5
Vanguard Group
Pennsylvania
$58.7M +$8.88M +581,970 +20%
IVA
6
International Value Advisers
$56.6M -$155K -10,128 -0.3%
PL
7
Perpetual Ltd
Australia
$26.4M +$3.05M +200,000 +14%
TCM
8
Tensile Capital Management
California
$26.2M
IFP
9
Independent Franchise Partners
United Kingdom
$25.4M +$1.21M +79,175 +5%
Norges Bank
10
Norges Bank
Norway
$24.8M +$4.64M +303,951 +26%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$22.5M -$2.73M -178,724 -12%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$22M +$409K +26,803 +2%
Northern Trust
13
Northern Trust
Illinois
$19.2M -$548K -35,906 -3%
Franklin Resources
14
Franklin Resources
California
$18M
Bank of New York Mellon
15
Bank of New York Mellon
New York
$16.6M +$3.27M +213,938 +27%
GI
16
GAMCO Investors
Connecticut
$13M -$164K -10,737 -1%
Legal & General Group
17
Legal & General Group
United Kingdom
$10.9M +$106K +6,973 +1%
Charles Schwab
18
Charles Schwab
California
$10.1M +$183K +12,022 +2%
GC
19
Guggenheim Capital
Illinois
$9.93M -$2.64M -172,804 -22%
State of Wisconsin Investment Board
20
State of Wisconsin Investment Board
Wisconsin
$9.1M +$7.67M +502,532 +1,098%
FQ
21
First Quadrant
California
$6.74M +$604K +39,604 +11%
GF
22
Gabelli Funds
New York
$6.62M -$336K -22,000 -5%
Deutsche Bank
23
Deutsche Bank
Germany
$6.57M +$3.13M +205,292 +108%
Goldman Sachs
24
Goldman Sachs
New York
$5.79M +$1.11M +72,473 +26%
California Public Employees Retirement System
25
California Public Employees Retirement System
California
$5.26M +$556K +36,398 +13%

NWS Hedge Fund Activity: Q4 2017 in Review

209 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in News Corp Class B (NWS) for Q4 2017, worth a combined $984M — up 28% from $771M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new NWS positions and 16 closed out — a net gain of 16 holders — while 73 added to existing stakes and 73 trimmed.

The largest buyer was Vanguard Group, adding an estimated $8.88M. The largest seller was Pzena Investment Management, cutting an estimated $5.38M.

  • 209 institutional investors held News Corp Class B (NWS) as of Q4 2017, up from 193 in Q3 2017.
  • Funds reported $984M of News Corp Class B stock for Q4 2017, up 28% quarter-over-quarter.
  • 32 funds opened new News Corp Class B positions in Q4 2017 and 16 closed out, a net change of +16 holders.
  • The largest News Corp Class B buyer in Q4 2017 was Vanguard Group, an estimated $8.88M added.
  • The largest News Corp Class B seller in Q4 2017 was Pzena Investment Management, an estimated $5.38M sold.

Based on aggregated 13F filings for Q4 2017.